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Disclosery

Goldstone Financial Group, LLC: SPLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goldstone Financial Group, LLC on SPLB, newest first. How the timeline and the estimate are built.

Goldstone Financial Group, LLC held 417,214 SPLB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,214 shares
    Change vs previous 13F -134,908 shares

    0.85% of the 13F portfolio, value $9,345,585.

    13F-HR 0002040021-26-000003 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 552,122 shares
    Change vs previous 13F -79,469 shares

    1.33% of the 13F portfolio, value $12,268,153.

    13F-HR 0002040021-26-000002 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 631,591 shares
    Change vs previous 13F +42,396 shares

    1.59% of the 13F portfolio, value $14,261,317.

    13F-HR 0002040021-26-000001 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 589,195 shares
    Change vs previous 13F +80,990 shares

    1.61% of the 13F portfolio, value $13,622,189.

    13F-HR 0002040021-25-000003 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 508,205 shares
    Change vs previous 13F -24,266 shares

    1.51% of the 13F portfolio, value $11,409,209.

    13F-HR 0001213900-25-062010 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 532,471 shares
    Change vs previous 13F -95,600 shares

    1.82% of the 13F portfolio, value $12,017,867.

    13F-HR 0001213900-25-032437 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 628,071 shares
    Change vs previous 13F +81,032 shares

    2.19% of the 13F portfolio, value $13,962,016.

    13F-HR 0001213900-25-003507 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 547,039 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $13,216,462.

    13F-HR 0001213900-24-090965 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).